One of the keys to financial independence is to create and follow a sound financial plan. Anyone with a reasonable ability to earn, the discipline to save, and enough time, can become financially independent. We believe that a CFP working in conjunction with a CPA allows for a seamless integration of two distinct and critical financial advising functions.
Financial planning process
Financial planning is a process, not an event. That's why we've taken great care in developing a unique process to help ensure that your financial health is as good as it can be. We follow a 6-step process:
Steps:
Gather the data
Set goals
Analyze the data
Design your plan
Implement the plan
Monitor the plan
Planning Strategies
We have access to hundreds of different products and services through which to implement your strategy. Your plan will vary based upon your unique needs and situation. To give you an idea of the range of options you have with Scott Yanker, we've outlined eight of the more commonly sought strategies below:
Fee-based financial planning
Estate planning
Wealth management
Long term care insurance
Retirement planning
Education planning
Life & health insurance
401k plans
Experience Counts
Scott W. Yanker, CFP ® CFS, is a LPL Registered Principal. Scott has over 26 years of experience in financial planning and advising. Contact him to learn how his financial planning services might be of value to you.
Independent, unbiased research
Access to the whole universe of investment products & services
No investment banking
Total objective advice & planning
No proprietary products
Securities offered through LPL Financial, Member FINRA/SIPC, and An Investment Advisor. LPL Privacy Policy http://scottyanker.com/privacy_policy/ The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AZ
CA
FL
GA
IL
IN
KS
KY
LA
MI
MO
NY
OK
OR
PA
TX
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ®, CERTIFIED FINANCIAL PLANNER ™ and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
“Having a financial and tax advisor working together is a tremendous value to our clients.”
Scott W. Yanker, CFP ®, CFS LPL REGISTERED PRINCIPAL
in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
